Yesterday, an analyst came out highlighting Intel's efforts to commoditize the very thing Fusion-io does. My response to such a well-paid analyst was 'no shit'. Intel has been trying to do the same type of commoditization to the MacAir, with their Microsoft Premium thin notebook computers, but has not threatened the MacAir. Any technology that stays stagnant is threatened with commoditization, but FIO is in the position to keep innovating and utilizes the commoditization to its advantage.